The podcast designed to help financial advisors challenge the status quo, grow your firm, and not on
What is the true meaning of ikigai and how can it enhance your life?In this episode, Jamie Hopkins,
In this episode, Jamie Hopkins, Managing Partner of Wealth Solutions, and Ana Trujillo Limón, Direct
Why is considering climate risk crucial in financial decision-making?In this episode, Jamie Hopkins,
Casting a spotlight on the significance of pattern recognition, it allows us to discern underlying t
SPECIAL EPISODE: Previewing Excell Represent, a premium community-building event for women in the we
Curiosity and prioritizing clients’ problems is an essential skill in financial advising.In this epi
The journey from artist to financial advisor may seem like an unconventional path. However, it'
How has Dr. Terrence Martin's experience in financial planning influenced his research in finan
Introducing former financial planner and banker of several Fortune 500 firms, current Assistant Prof
Understanding the dynamics of demographics, migration patterns, and their impact is now more crucial
Building a sense of community within the financial services industry fosters an environment where ad
The world of financial planning has changed significantly, attracting a new generation of people who
Are unpaid internships holding back the next generation?In this episode, Jamie Hopkins, Managing Pa
How important are networking and fundraising skills in the financial services industry? Today’s gues
Who was your mentor who got you to where you are today?In this episode, Jamie Hopkins, Managing Part
How has your firm given back to your community?In this episode, Jamie Hopkins, Managing Partner of W
As financial advisors, it’s important to think about the impact you have not just financially and on
How can adversity lead to success?In this episode, Jamie Hopkins, Managing Partner of Wealth Solutio
What money, health, happiness, and resiliency have in common is that we can’t do it alone. We need t
Are you struggling to find your footing as a leader? Do you find yourself constantly surrounded by n
